Authenticate API requests using OAuth 2.0 tokens issued to your GHL developer app, or an API key if enabled. In the Zapier App Connector, store credentials securely and rotate them on a schedule.
Connect the Zapier App Connector to your GHL account via OAuth, then test the connection to verify access to contacts, tasks, and notes.
GET /contacts/:contactId; GET /contacts/:contactId/tasks; GET /contacts/:contactId/tasks/:taskId; GET /contacts/:contactId/notes; GET /contacts/:contactId/notes/:id; GET /contacts/:contactId/appointments; GET /contacts/; GET /contacts/business/:businessId; POST /contacts/; PUT /contacts/:contactId; DELETE /contacts/:contactId; POST /contacts/:contactId/tasks; PUT /contacts/:contactId/tasks/:taskId; PUT /contacts/:contactId/tasks/:taskId/completed; DELETE /contacts/:contactId/tasks/:taskId; POST /contacts/:contactId/tags
Trigger: Retrieve a contact record by ID to begin an automation.
Actions: Retrieve contact details; pull related data such as tasks, notes, and appointments; update fields as needed.
GET /contacts/:contactId
Key fields: contactId (required); optional include options such as include_tasks, include_notes, include_appointments
Trigger: Retrieve all tasks for a given contact to drive automation.
Actions: GET /contacts/:contactId/tasks; mark tasks complete; create new tasks as needed.
GET /contacts/:contactId/tasks
Key fields: contactId (required); optional: taskStatus, dueDate, assignedTo
Trigger: Create a new contact in GHL from Zapier.
Actions: Create contact (POST /contacts/); update an existing contact (PUT /contacts/:contactId); attach tasks, notes, or tags as needed.
POST /contacts/
Key fields: name and email (required for new contact); optional: phone, tags, customFields; for updates, provide contactId and fields to modify.
Build automations without writing code.
Real-time data sync across apps.
Fast prototyping and scalable workflows.
A concise glossary of the essential elements and processes used in this integration.
A specific URL and HTTP method used to perform an action against the GHL API.
Authorization framework that grants secure access to resources after user consent.
A real-time callback that notifies your app when an event occurs in GHL.
The cap on API calls per time window to prevent service overload.
Automatically create a new contact in GHL and trigger a welcome email and tasks in your project tools when a new contact is added via Zapier.
Sync tasks between GHL and your project management or messaging apps when tasks are created or updated.
Pull notes and custom fields from external sources to enrich contact records in GHL automatically.
Create a developer app in GHL, obtain client credentials, and configure OAuth scopes (contacts.readonly, etc.).
In Zapier, add a new connection for the GHL Contacts API and authorize the app to access your Contacts data.
Choose a trigger like retrieve contact or list tasks, and add actions to update other apps accordingly.
The GHL Contacts API enables programmatic access to contact data, including retrieval, creation, updates, and related records like tasks, notes, and appointments. It uses RESTful endpoints and OAuth 2.0 for secure authentication, allowing you to automate workflows around contacts in Zapier. In the Kit, focus on read-only access for exploration, while planning for write scopes if needed.
Permissions are scoped by your GHL developer app. For this kit, access is set to contacts.readonly to fetch data without modification. If you need to write data, request additional scopes such as contacts.write and ensure the account owner consents. Always adhere to least-privilege principles.
Authenticate using OAuth 2.0 tokens issued to your GHL developer app; refresh tokens as needed. In Zapier, securely store tokens and handle expiry automatically so automations don’t break.
Yes. You can fetch and update contacts and related data (tasks, notes, appointments) using the exposed endpoints, provided your OAuth scopes allow those operations. Use careful payload construction and error handling to maintain data integrity.
Yes. Creating new contacts is done via POST /contacts/. Include required fields like name and email, and map optional fields (phone, tags, custom fields) in Zapier. For updates, provide the contactId and fields to modify via PUT /contacts/:contactId.
The GHL API enforces rate limits to protect the service. Monitor rate-limit headers and implement backoff/retry logic in Zapier if you approach or exceed the limits. Consider batching requests when possible.
Use Zapier’s built-in test feature to simulate API calls with sample data. Validate responses and error messages, then iterate on mappings and field selections. If sandbox credentials are available, test in a safe environment before going live.
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Complete Operations Catalog - 126 Actions & Triggers